BUSINESS CENTRAL | 8 MIN READ
What Is Copilot in Business Central?
Learn what Copilot in Business Central is, how it works, and how AI-powered automation, insights, and Microsoft integrations help your team save time and scale.
Microsoft Copilot in Business Central is an AI-powered assistant built directly into Microsoft Dynamics 365 Business Central. Rather than being a separate tool, it lives inside your ERP and helps users summarize, generate, and analyze business data across finance, inventory, sales, purchasing, projects, and more. Using natural language prompts, Business Central Copilot can surface insights, draft content, and automate routine tasks so teams spend less time on manual work and more time on decision-making.
Copilot in Business Central includes two primary components:
- An AI chatbot inside Business Central that can answer questions, locate records, and analyze ERP data using natural language queries.
- Customizable agents within Business Central that can be configured for deeper automation needs, such as managing payables, processing sales orders, or assisting with data entry and reconciliation.
How Does Copilot Work in Business Central?
Copilot is natively embedded in Business Central, and users can interact with it using conversational language to access data insights, generate content, and streamline workflows. To juggle all these responsibilities, Copilot employs natural language processing (NLP) and machine learning:
Natural Language Processing
- Helps Copilot converse naturally with users
- Eliminates the need for Copilot users to have coding experience
- Allows Copilot to understand verbal and written queries in plain language
Machine Learning
- Helps Copilot adapt performance based on historical data & user behavior
- Assists Copilot in recognizing data patterns and making relevant insights
- Empowers Copilot to understand and communicate data-driven context
Copilot’s natural language processing and machine learning capabilities save time for users who work out of Business Central.
In fact, Copilot enhances all Business Central’s core features:
Currently, Business Central Copilot does not connect directly with Microsoft 365 Copilot. However, integrations with other Microsoft solutions can enhance Copilot’s capabilities and expand its functionality. For instance, integrating Business Central with Power Automate can bolster Copilot’s workflow automation features with additional customizations. Additionally, Business Central’s native integration with Copilot for Finance unifies Outlook and Business Central data, helping users view more data with fewer clicks.
Key Features
Business Central Copilot features span everything from data analysis to day-to-day task automation, working together like a behind-the-scenes operations team inside your ERP. With Analysis Assist, Copilot examines, organizes, and analyzes Business Central data on List Pages using natural language prompts so users can skip manual sorting and jump straight to insights. Autofill and Bank Reconciliation Assist handle the tedious details by auto-populating fields, matching transactions with ledger entries, and even suggesting GL accounts when information is missing.
Through Chat, Copilot answers plain-language questions about business data, surfaces specific records, and highlights trends across modules. It maintains clean identification structures with Suggest Number Series, recommends alternative products in the event of stockouts with Suggest Substitute Items, and quickly summarizes customer accounts, item data, and sales orders so users don’t have to dig through records. E-Document Mapping keeps documents in sync by matching purchase orders to vendor invoices and updating data automatically, while Marketing Text Suggestions turn raw product and item data into polished, marketing-ready copy.
For finance and sales teams, Copilot’s Business Central features like Payables Agent, Sales Line Suggestions, and Sales Order Agent streamline invoice management, propose lines for quotes and orders, and monitor inboxes to capture and process incoming customer orders so nothing falls through the cracks.
Benefits of Using Copilot in Business Central
The top benefits of Copilot for Business Central include time savings and advanced business insights delivered seamlessly within the ERP. The most frequently cited benefits of Copilot for Business Central include:
- Streamlined Workflows – Automate repetitive operational tasks to free up time for higher-value work
- Data Accuracy – Mitigate errors with automatic data entry and anomaly detection
- AI-Powered Insights – Detect trends, forecast growth, and surface recommendations from existing ERP data
- Conversational Assistance – Get virtual assistance to answer questions, locate ERP data, and draft marketing-ready content in seconds
- Time Savings – Trim down the hours spent on manual responsibilities and save time across business operations
- Ease of Use – Keep AI accessible to all users with Copilot’s no-code capabilities
- Embedded Automations – Enjoy all the benefits of AI for Business Central without installing and maintaining a separate tool outside of the software
- Microsoft Integrations – Connect Business Central and Copilot to other Microsoft solutions for additional features and capabilities
Is Business Central Copilot for you?
Business Central Copilot is designed for teams that want to do more in less time, but it’s especially valuable if your organization already uses Business Central and wants to amplify ERP capabilities with AI. It’s a strong fit for project- and data-focused teams bogged down by repetitive tasks like data entry and review; small and mid-sized companies with limited IT resources to build custom workflows; and team members who are curious about AI but prefer simple, built-in tools over complex add-ons or standalone platforms. Business Central Copilot also benefits managers who need consistent, accurate data flowing between departments, organizations eager to explore automation without purchasing yet another system, Microsoft-centric “shops” looking to streamline and connect their tech stack for growth, and companies that want the advantages of AI while still prioritizing data security and governance.
Get Started with Business Central
Copilot is available for Business Central Online users. If you’d like to learn more about what Copilot can offer current Business Central users—or if you’re interested in exploring Business Central as a potential ERP—you’ll need a reliable Microsoft partner to help you out.
Cargas is an experienced solutions partner for ERP and CRM software from Acumatica, Microsoft, Sage, HubSpot, and Salesforce. With over 35 years of experience in the business technology space, we are committed to ensuring your software works seamlessly with and evolves alongside you. Contact us today to discover how Microsoft Copilot helps businesses thrive and scale.
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